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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Case UI is a solution for legal case management that allows small and mid-sized law firms to streamline their operations in areas such as client management, invoice generation, task assignment and billing. It can also be used to manage clients. It allows users to set up flat fee and hourly billing fees to create invoices, track payments status, and track payment status. Administrators can set access rights to Case UI, allowing employees to modify and update details across cases, tasks, and clients. Staff can identify potential conflicts of interest between clients and cases using the data filtering and search functions. Managers and leaders can also review the dashboard and generate reports to be informed about the status and due dates. They can also gain insight into the total cases based upon specific practice areas and subareas such as matrimonial and litigation, real estate, assault, defamation and immigration.

Description

Streamline your entire conveyancing process through a single cloud-based platform. Enhance your client interactions by eliminating traditional paper forms in favor of adaptable online forms that can be tailored to meet specific needs. Recognizing that every firm operates differently, our customizable workflows empower you to define your operational approach while ensuring uniformity among staff. Clients can now receive quotes even outside of regular hours, and our system allows partners to make referrals and generate quotes on your behalf. Deliver personalized quotes to clients within seconds, thanks to our robust APIs and Webhooks that facilitate seamless third-party integrations. This technology enables you to create, read, write, upload, or initiate actions from various software, or have InTouch trigger actions within those platforms. By offering electronic document signing, you can save both time and money. Updates on each matter are automatically communicated to clients, ensuring they stay informed and satisfied throughout the process. Furthermore, our online portal significantly reduces the need for progress-chasing phone calls by up to 40%, keeping your clients and stakeholders continuously informed. Embrace this innovative solution to elevate your conveyancing practice to new heights.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook No 
ORCODA Logistics Management System (OLMS) No 
ORCODA Workforce Logistics System (OWLS) No 
Skipio No 
Windcave No 
Xero No 
eCard Systems No 

Integrations

Microsoft Outlook Yes 
ORCODA Logistics Management System (OLMS) Yes 
ORCODA Workforce Logistics System (OWLS) Yes 
Skipio Yes 
Windcave Yes 
Xero Yes 
eCard Systems Yes 

Pricing Details

$25 per user per month (Billed annually)
Cloud:
$25 per user/month (billed annually) or
$34 per user/month (billed monthly)

On-Premise:
$1,499 Perpetual license, unlimited users

Education and Nonprofit pricing available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Case UI

Founded

2020

Country

United States

Website

caseui.com

Vendor Details

Company Name

InTouch

Founded

2012

Country

United Kingdom

Website

www.intouchapp.co.uk

Product Features

Legal Case Management

Billing Management Yes 
Calendar Management No 
Case Notes Yes 
Client Management Yes 
Communication Tracking No 
Conflict Management Yes 
Corporations No 
Court Management No 
Discovery Management Yes 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government No 
Law Firms Yes 
Records Management No 
Task Management Yes 
Time Tracking No 
Trust Accounting No 

Product Features

Legal Case Management

Billing Management Yes 
Calendar Management No 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management Yes 
Time Tracking No 
Trust Accounting No 

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